Steven Franklin Brandt

Acorn Financial Advisory Services, INC.

32 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Acorn Financial Advisory Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

2,352 clients

Average Client Portfolio

$525K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.70%
$1.0M - $5.0M	1.00%
$5.0M - $10.0M	0.80%
$10.0M - $20.0M	0.70%
$20.0M - $50.0M	0.60%
$50M+	0.50%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

1521 King St, Alexandria, VA, 22314

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2018

Award / Judgment

Regulatory

April 1999

Final

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Other Business Activities

Steven is a partner in BW Capital, a holding company for future business purposes, but currently inactive. He is also an investment member of Path to AUM LLC, a personal closed investment partnership, dedicating minimal time to maintaining alignment with invested investment strategies.